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Invesco CEF Income Composite ETF

123 hedge funds and large institutions have $367M invested in Invesco CEF Income Composite ETF in 2026 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 45 increasing their positions, 36 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

25% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 36

2.15% more ownership

Funds ownership: 46.12%48.28% (+2.2%)

1% more funds holding

Funds holding: 122123 (+1)

3% less capital invested

Capital invested by funds: $380M → $367M (-$12.7M)

Holders
123
Holders Change
+1
Holders Change %
+0.82%
% of All Funds
1.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
45
Reduced
36
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
76
Thrivent Financial for Lutherans
Minnesota
$216K -$3.16K -160 -1%
MCC
77
Money Concepts Capital
Florida
$206K -$5.87K -297 -3%
PNC Financial Services Group
78
PNC Financial Services Group
Pennsylvania
$192K
NS
79
NBC Securities
Alabama
$186K +$2.12K +107 +1%
RWA
80
Reicon Wealth Advisors
Georgia
$181K -$82.5K -4,171 -30%
ACA
81
Aptus Capital Advisors
Alabama
$134K +$850 +43 +0.6%
CA
82
CoreCap Advisors
Michigan
$132K -$20 -1 -0%
NFSG
83
Newbridge Financial Services Group
Florida
$131K -$574 -29 -0.4%
IA
84
IFG Advisory
Georgia
$108K +$113K +5,723 New
GI
85
GAMMA Investing
California
$107K +$26.1K +1,320 +30%
GSEP
86
Golden State Equity Partners
California
$94.6K +$99.4K +5,024 New
CIAS
87
Capital Investment Advisory Services
North Carolina
$93.3K +$1.92K +97 +2%
VWA
88
VSM Wealth Advisory
Maryland
$89.7K +$1.96K +99 +2%
ACM
89
Anfield Capital Management
California
$68.9K
GEA
90
Glen Eagle Advisors
New Jersey
$64.1K
WWMSC
91
Wagner Wealth Management (South Carolina)
South Carolina
$59.8K +$534 +27 +0.9%
SPIA
92
Steward Partners Investment Advisory
New York
$59.5K
IAIM
93
International Assets Investment Management
Florida
$55.1K
Fidelity Investments
94
Fidelity Investments
Massachusetts
$50.9K +$19.8K +1,001 +59%
US Bancorp
95
US Bancorp
Minnesota
$50.8K
ASN
96
Advisory Services Network
Georgia
$29.8K +$31.3K +1,583 New
VWM
97
Vermillion Wealth Management
Minnesota
$25.1K
EWP
98
Elevation Wealth Partners
California
$24.7K
IA
99
IFP Advisors
Florida
$19.6K +$5.71K +289 +38%
TCM
100
TD Capital Management
Tennessee
$17.1K +$18K +908 New

PCEF Hedge Fund Activity: Q1 2026 in Review

123 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Invesco CEF Income Composite ETF (PCEF) for Q1 2026, worth a combined $367M — down 3.3% from $380M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new PCEF positions and 11 closed out — a net gain of 5 holders — while 45 added to existing stakes and 36 trimmed.

The largest buyer was Independent Advisor Alliance, opening a new position worth an estimated $21M. The largest seller was Raymond James Financial, cutting an estimated $11.4M.

  • 123 institutional investors held Invesco CEF Income Composite ETF (PCEF) as of Q1 2026, up from 122 in Q4 2025.
  • Funds reported $367M of Invesco CEF Income Composite ETF stock for Q1 2026, down 3.3% quarter-over-quarter.
  • 16 funds opened new Invesco CEF Income Composite ETF positions in Q1 2026 and 11 closed out, a net change of +5 holders.
  • The largest Invesco CEF Income Composite ETF buyer in Q1 2026 was Independent Advisor Alliance, an estimated $21M added.
  • The largest Invesco CEF Income Composite ETF seller in Q1 2026 was Raymond James Financial, an estimated $11.4M sold.

Based on aggregated 13F filings for Q1 2026.